Apella Capital’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Apella Capital’s Portfolio SPIP Stock Details SPIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-6,654	Closed	-$207K	–	214
2021 Q3	$207K	Buy	+6,654	New	+$209K	0.03%	195

Other funds holding SPIP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Apella Capital's SPIP Position: Q4 2021 in Review

Apella Capital sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2021, closing a stake of 6,654 shares — an estimated $207K sold.

Apella Capital first reported a position in SPIP in Q3 2021 and held it in 1 quarter. The position peaked at $207K in Q3 2021. 324 funds tracked by Wall St. Rank hold SPIP as of Q4 2021.

Apella Capital reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2021 after selling out during the quarter.
Apella Capital sold 6,654 State Street SPDR Portfolio TIPS ETF shares in Q4 2021, an estimated $207K.
Apella Capital first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2021 and held it in 1 quarter.
Apella Capital's State Street SPDR Portfolio TIPS ETF position peaked at $207K in Q3 2021.
324 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2021.

Based on Apella Capital's 13F filing for Q4 2021, filed 13 Jan 2022.